Laborers Welfare Fund Local 199 Board of Trustees' EIN is 51-6015930.
Download the official 2024 Form 5500 (PDF) for Laborers Welfare Fund Local 199 Board of Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laborers Welfare Fund Local 199 Board of Trustees' plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL DATA SERVICES, INC. | 25-1352803 | — | NONE | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL | 13-1835864 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CurrentValue on | Other securities | — | — | $4.8M | 42.3% | |
| 2025 Value | Other securities | — | — | $3.2M | 28.3% | |
| Value | Other securities | — | — | $2.0M | 17.5% | |
| - (i) Net Gain(Loss) $ (h) Date | Other securities | — | — | $783K | 6.9% | |
| YEARS ENDED APRIL 30, 2025 (c) | Other securities | — | — | $507K | 4.5% | |
| Transaction $ (g) | Other securities | — | — | $277K | 2.4% | |
| CurrentValue $ (d) | Other securities | — | — | $230K | 2.0% | |
| Value Current $ (d) | Other securities | — | $24K | $51K | 0.5% | |
| (e) | Other securities | — | $25K | $51K | 0.5% | |
| Value2025 Current $ 24,507 | Other securities | — | $75K | $50K | 0.4% | |
| Cost2025 $ 60,000 | Other securities | — | $25K | $50K | 0.4% | |
| Value2025 Current $ 59,118 | Other securities | — | $25K | $50K | 0.4% | |
| Cost2025 $ 45,000 | Other securities | — | $20K | $30K | 0.3% | |
| Value2025 Current $ 44,772 | Other securities | — | $17K | $29K | 0.3% | |
| Current $ (d) | Other securities | — | $25K | $26K | 0.2% | |
| Current $ | Other securities | — | $14K | $26K | 0.2% | |
| Value2025 Current $ 99,710 | Other securities | — | $25K | $25K | 0.2% | |
| Value2025 Current $ 24,890 | Other securities | — | $62K | $25K | 0.2% | |
| Value Current $ 20,430 | Other securities | — | $10K | $25K | 0.2% | |
| (d) | Other securities | — | — | $20K | 0.2% | |
| Cost2025 $ 35,000 | Other securities | — | $50K | $15K | 0.1% | |
| Value2025 Current $ 27,514 | Other securities | — | $50K | $15K | 0.1% | |
| CurrentValue $ 6,183 | Other securities | — | $6K | $10K | <0.1% | |
| CurrentValue $ 7,157 | Other securities | — | $7K | $9K | <0.1% | |
| CurrentValue $ 2,923 | Other securities | — | $3K | $7K | <0.1% | |
| CurrentValue $ 9,564 | Other securities | — | $8K | $7K | <0.1% |
| $79K |
| — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $68K | — |
| BELFINT, LYONS & SHUMAN | 51-0232399 | — | NONE | $30K | — |
| MARKOWITZ & RICHMAN | 23-2111581 | — | NONE | $28K | — |
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | NONE | $20K | — |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | 51-0082644 | — | NONE | $12K | — |
| PNC BANK | 51-0065390 | — | NONE | $9K | — |
